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Disclosery

IYZ ISHARES TR

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US TELECOM ETF (fund)

208 managers (211 13F filers) reported a position in IYZ shares at 2026-06-30, 22,930,494 shares in all. 49 filers opened a position and 17 filers sold out during the quarter.

Managers
208
13F filers
211
New
49
Added
72
Reduced
47
Sold out
17
Shares held by filers
22,930,494

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Focus Partners Wealthin group Focus Partners Wealth2,931,595$124M0.13%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,240,041$94.8M0.01%+453,58913F-HRTimelineGroup
LPL Financial LLC2,032,593$86M0.02%+310,85713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,918,907$81.2M<0.01%+55,52813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,167,917$49.4M0.01%-467,86113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC962,934$40.7M0.08%+940,18613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC512,061$21.7M0.01%+178,59113F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC496,666$21M3.19%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC481,515$20.4M0.01%-734,81613F-HRTimelineGroup
Advisory Services Network, LLC480,676$20.3M0.23%+70,60913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.397,755$16.8M0.02%+252,19613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA384,670$16.3M<0.01%+121,89913F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI366,090$15.5M0.11%-39,20013F-HRTimelineGroup
Camarda Financial Advisors, LLC342,521$14.5M4.38%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.327,160$13.8M0.08%+37,36013F-HRTimelineGroup
Prospera Financial Services Inc325,656$13.8M0.2%+312,70313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC323,922$13.7M<0.01%-45,40613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding249,951$10.6M+66,785Timeline
Three Seasons Wealth, LLC249,263$10.5M0.96%+121,62113F-HRTimeline
Orion Porfolio Solutions, LLC248,321$10.5M0.08%-14,94213F-HRTimeline
Cambridge Investment Research Advisors,…213,550$9.04M0.02%-128,24813F-HR/ATimeline
Well Done, LLC213,136$9.02M1.21%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS207,437$8.78M<0.01%-186,97213F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC201,487$8.52M2.92%-111,89013F-HRTimeline
Summit Financial Consulting LLC182,668$7.73M5.24%-39,85113F-HRTimeline
ALTFEST L J & CO INC179,776$7.61M0.74%+49,01113F-HRTimeline
Trek Financial, LLC176,767$7.48M0.37%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.176,664$7.48M<0.01%new13F-HRTimelineGroup
Sharp Wealth Advisory, LLC171,282$7.25M3.36%new13F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…163,500$6.92M0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…161,440$6.83M1.65%new13F-HRTimeline
Cadent Capital Advisors, LLC153,743$6.5M1.35%+17,85613F-HRTimeline
IMC-Chicago, LLC148,022$6.26M0.06%+125,88513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP147,562$6.24M0.01%+114,42413F-HRTimelineGroup
CoreCap Advisors, LLC145,979$6.18M0.18%+93,68013F-HRTimeline
USA FINANCIAL FORMULAS135,906$5.75M1.05%13F-HRTimeline
Cetera Investment Advisers132,366$5.6M0.01%+79,00813F-HRTimeline
Baker Avenue Asset Management, LP127,391$5.39M0.1%+32313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…118,283$5M0.12%new13F-HRTimelineGroup
VestGen Advisors, LLC110,390$4.67M0.14%-1,19713F-HRTimeline
Integrated Advisors Network LLC88,866$3.76M0.17%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC87,464$3.7M0.05%+1,13913F-HRTimelineGroup
Steward Partners Investment Advisory, L…85,806$3.63M0.02%+23,35013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP85,797$3.63M<0.01%+3,10113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO78,586$3.34M<0.01%+1,44513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC77,897$3.3M<0.01%-39,85913F-HRTimelineGroup
Merit Financial Group, LLC77,514$3.28M0.02%+33,40713F-HR/ATimeline
CROBAN75,844$3.21M1.41%-33413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC75,358$3.19M0.06%+64,72613F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV74,602$3.16M1.85%new13F-HRTimeline
Destination Wealth Management69,731$2.95M0.07%+64313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd66,479$2.81M0.02%+37,69713F-HRTimelineGroup
Empowered Funds, LLC65,346$2.76M0.01%-9,16113F-HRTimeline
Financial Management Professionals, Inc.58,105$2.46M0.23%+68113F-HRTimeline
Sanctuary Advisors, LLC56,115$2.37M0.01%+28413F-HRTimeline
CENTAURUS FINANCIAL, INC.55,525$2.35M0.09%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…52,295$2.21M0.02%-1,75313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC50,241$2.13M<0.01%+33,52913F-HRTimelineGroup
Wealthstar Advisors, LLC49,282$2.09M1.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding49,253$2.08M+31,027Timeline
GTS SECURITIES LLC48,247$2.04M0.04%new13F-HRTimeline
Avior Wealth Management, LLC48,192$2.04M0.05%+29,72613F-HRTimeline
Wagner Wealth Management, Corp47,497$2.01M1.62%-6,88213F-HRTimeline
SACKS & ASSOCIATES, LLC44,326$1.82M1.23%+4,75613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42,676$1.81M<0.01%-2,56513F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC42,025$1.78M0.06%-1,59513F-HRTimelineGroup
HighTower Advisors, LLC40,419$1.71M<0.01%+82313F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC40,170$1.7M0.53%-1,79813F-HRTimeline
IFG Advisory, LLC39,857$1.69M0.06%new13F-HRTimeline
Providence First Trust Co37,805$1.6M0.45%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…37,581$1.59M<0.01%-1,13113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.37,284$1.58M0.1%-8313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP35,531$1.5M<0.01%013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,174$1.4M<0.01%-25,93513F-HRTimelineGroup
WESPAC Advisors, LLC33,007$1.4M0.68%+6,89813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,307$1.32M<0.01%+5,00013F-HRTimeline
SHP Wealth Management31,169$1.32M0.09%+3,69913F-HRTimeline
DAVENPORT & Co LLC30,601$1.29M0.01%+21,20813F-HRTimeline
Lakeshore Capital Group, Inc.30,527$1.29M0.96%-7613F-HRTimeline
Outlook Wealth Advisors, LLC29,843$1.26M0.27%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC28,651$1.21M0.15%13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC28,460$1.2M0.32%+4,01813F-HRTimeline
Fiduciary Alliance LLC28,008$1.19M0.08%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,650$1.18M<0.01%+4,33813F-HRTimelineGroup
GeoWealth Management, LLC27,647$1.17M0.04%+3,10313F-HRTimeline
Kesler, Norman & Wride, LLC26,782$1.13M0.18%-1,27513F-HRTimeline
Private Advisor Group, LLC26,467$1.12M0.01%+11,89413F-HRTimeline
Koshinski Asset Management, Inc.25,969$1.1M0.06%-60913F-HRTimeline
Retirement Planning Group, LLC25,848$1.09M0.03%+2,99913F-HRTimeline
Ausdal Financial Partners, Inc.25,188$1.07M0.04%+6,15013F-HRTimeline
Balboa Wealth Partners25,166$1.06M0.14%new13F-HRTimeline
Brendel Financial Advisors LLC24,768$1.05M0.49%new13F-HRTimeline
Rothschild Wealth LLC23,598$998K0.08%+15713F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC21,918$927K0.61%new13F-HRTimeline
Integrated Wealth Concepts LLC21,739$920K<0.01%+2,33013F-HRTimeline
HARBOUR INVESTMENTS, INC.20,321$860K0.01%+13,84113F-HRTimeline
Atria Investments, Inc20,282$858K0.01%+6,14513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,281$858K<0.01%new13F-HRTimelineGroup
Buck Wealth Strategies, LLC19,719$834K0.09%-5,00113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,611$830K<0.01%-1,15313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd19,609$830K0.01%new13F-HRTimelineGroup
Astoria Portfolio Advisors LLC.19,590$829K0.14%+4,44813F-HRTimeline
Nikulski Financial, Inc.18,833$797K0.17%-23,08213F-HRTimeline
TUDOR INVESTMENT CORP ET AL18,533$784K<0.01%new13F-HRTimeline
APS Management Group, Inc.18,408$779K0.6%-2,32213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,727$665K0.03%+9,20113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…15,602$660K<0.01%-35813F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP15,307$648K0.03%new13F-HRTimeline
Clear Creek Financial Management, LLC15,307$648K0.04%-4,30413F-HRTimeline
KKM Financial LLC14,983$634K0.09%-11,18813F-HRTimeline
Snowden Capital Advisors LLC14,450$611K0.01%-64413F-HRTimeline
HRT FINANCIAL LP14,031$593K<0.01%new13F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.13,822$585K0.02%+1,16013F-HRTimelineGroup
SIMPLEX TRADING, LLC13,696$579K0.02%+10,41113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,306$563K<0.01%-7,91713F-HRTimeline
Foundations Investment Advisors, LLC12,915$546K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC12,581$532K<0.01%+1,13413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding12,505$529KnewTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…12,389$524K0.12%+5,10913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.12,321$521K0.01%new13F-HRTimeline
Kovack Advisors, Inc.12,342$516K0.02%+2,07413F-HRTimeline
Midwest Trust Co11,671$494K0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,502$444K<0.01%-11913F-HRTimelineGroup
Capital Investment Advisors, LLC10,248$434K0.01%+52213F-HRTimeline
Strengthening Families & Communities, L…10,138$429K0.1%+2013F-HRTimeline
FLOW TRADERS U.S. LLC9,993$423K0.02%-17,37013F-HRTimeline
Greenspring Advisors, LLC9,961$421K0.02%-90013F-HRTimeline
Quantinno Capital Management LP9,130$386K<0.01%+89513F-HRTimeline
BLAIR WILLIAM & CO/IL8,778$371K<0.01%+2213F-HRTimeline
Arkadios Wealth Advisors8,604$364K0.01%+1,30413F-HRTimeline
Hexagon Capital Partners LLC8,600$364K0.05%013F-HRTimeline
Mezzasalma Advisors, LLC8,557$362K0.07%+1913F-HRTimeline
CHICAGO TRUST Co NA8,514$360K0.05%013F-HRTimeline
Williams & Novak, LLC8,365$354K0.24%013F-HRTimeline
Narus Financial Partners, LLC7,977$338K0.09%013F-HRTimeline
Vigil Wealth Management, LLC7,668$324K0.23%013F-HRTimeline
Farther Finance Advisors, LLC7,336$310K<0.01%+4,66013F-HRTimeline
Advanced Asset Management Advisors Inc6,687$283K0.07%+313F-HRTimeline
Belpointe Asset Management LLC6,512$276K0.01%new13F-HRTimeline
WealthCare Asset Management, LLC6,244$264K0.11%-238,61813F-HRTimeline
BRIGHTON JONES LLC6,208$263K<0.01%-11413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,157$261K<0.01%-3,82713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,086$257K<0.01%new13F-HRTimelineGroup
FOCUSED ALPHA, LLC6,048$256K0.07%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,966$252K0.01%013F-HRTimelineGroup
Alpine Global Management, LLC5,955$252K0.04%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC5,480$232K0.11%-16813F-HRTimeline
True Freedom Investing, LLC5,814$229K0.02%-8,02313F-HRTimeline
Mutual Advisors, LLC5,382$228K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,248$222K<0.01%-5,55013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC5,212$221K<0.01%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,002$212K<0.01%-2,15613F-HRTimeline
FMR LLCin group FMR LLC4,527$192K<0.01%+54913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED4,194$177K0.01%new13F-HRTimeline
Arax Advisory Partners4,000$169K<0.01%+3,79613F-HRTimeline
Global Retirement Partners, LLC3,030$128K<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…2,935$124K<0.01%+42013F-HRTimeline
CX Institutional2,694$114K<0.01%-11,43613F-HRTimeline
Global Trust Asset Management, LLC2,470$105K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,142$90.6K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,700$71.9K<0.01%013F-HRTimeline
AlphaCore Capital LLC1,698$71.8K<0.01%-1,35513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,672$70.7K<0.01%+2813F-HRTimelineGroup
Capital Advisor Network LLC1,485$62.8K0.08%+1,18213F-HRTimeline
Fourth Dimension Wealth, LLC994$42.1K0.01%new13F-HRTimeline
Gen-Wealth Partners Inc843$35.7K0.01%+313F-HRTimeline
Smartleaf Asset Management LLC660$28K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA632$26.7K<0.01%+13213F-HRTimeline
Curat Global, LLC526$22.3K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$21.2K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC500$21.2K<0.01%-10,20313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …495$20.9K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.425$18K0.01%013F-HRTimeline
First Pacific Financial417$17.6K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC337$14.3K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.300$12.7K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC300$12.7K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS300$12.7K<0.01%new13F-HRTimeline
MTM Investment Management, LLC270$11.4K<0.01%013F-HRTimeline
Regatta Research & Money Management240$10.2K0.01%13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.215$9.1K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH150$6.35K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…150$6K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK127$5.37K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC125$5.29K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC115$4.87K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC104$4.4K<0.01%+10113F-HRTimeline
Corsicana & Co.91$3.85K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…91$3.8K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC88$3.72K<0.01%-4013F-HRTimeline
Capital Investment Advisory Services, L…80$3.38K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC74$3.13K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC60$2.54K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.59$2.5K<0.01%new13F-HRTimeline
Investors Research Corp49$2.07K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC45$1.9K<0.01%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC41$1.72K<0.01%new13F-HRTimeline
WHITTIER TRUST CO37$1.53K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.33$1.41K<0.01%013F-HRTimeline
Key Capital Management, INC33$1.4K<0.01%new13F-HRTimeline